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Recent
#GodFirst
I’m
The chief of staff to Bob Johnson and founder of iBlackVote
We endorse republicans, democrats, and independents. We recruit too.
Right now we are working @BlakeTillery for something for us. This is good for all of Georgia. 👇🏾👇👇🏻👇🏼#GaPol @BerniceKing
I’m
The chief of staff to Bob Johnson and founder of iBlackVote
We endorse republicans, democrats, and independents. We recruit too.
Right now we are working @BlakeTillery for something for us. This is good for all of Georgia. 👇🏾👇👇🏻👇🏼#GaPol @BerniceKing
When 🫵 die, what do you want to be known for? … I asked myself that ques... youtube.com/shorts/Cd87UdF…
🫵 first time here. Subscribe, follow and share my content from White Education Tube.
youtube.com/@whiteeducatio…
I asked @BlakeTillery for 22 million. Go see the new models.
🫵 first time here. Subscribe, follow and share my content from White Education Tube.
youtube.com/@whiteeducatio…
I asked @BlakeTillery for 22 million. Go see the new models.
Click the [models] tab at GeorgiaForDavenport.com
@ajc Will you report on this? Sister @BerniceKing 22 million will fund education — and our women can work these Jobs. Check out a sample of the curriculum at: GeorgiaforDavenport.com/childrenbooks #MissionPossible
Let’s win on economic field.
@ajc Will you report on this? Sister @BerniceKing 22 million will fund education — and our women can work these Jobs. Check out a sample of the curriculum at: GeorgiaforDavenport.com/childrenbooks #MissionPossible
Let’s win on economic field.
My patented IP will go to make Georgians like 🫵 richer.
The goal is for the assembly to start sovereign wealth funds for 🫵 all. My inventions revenue will go directly to 🫵🇺🇸.
That is plan, so tell @BlakeTillery to fund this as LT Governor. You get safe elections and yields.
The goal is for the assembly to start sovereign wealth funds for 🫵 all. My inventions revenue will go directly to 🫵🇺🇸.
That is plan, so tell @BlakeTillery to fund this as LT Governor. You get safe elections and yields.
@dohertytjp Yes, unlike many such individual situations which legacy media have chosen to publicize (usually w/o the full story), current law includes a path to permanent residence for spouses of American citizens.
Thus, it is reasonable for @DHSgov @SecMullinDHS to help this family.
1/
Thus, it is reasonable for @DHSgov @SecMullinDHS to help this family.
1/
@dohertytjp @DHSgov @SecMullinDHS Sadly, many advocates supporting immigrants cannot set priorities and thus insist on the same courtesies to be extended to recent arrivals who have filed applications for asylum, despite abuse of asylum by economic migrants that has, sadly, hardened many hearts.
2/2
2/2
@dohertytjp @DHSgov @SecMullinDHS @threadreaderapp please unroll
1/ Russia has reportedly provided Iran with targeting data on Israel's critical energy infrastructure, according to Ukrainian intelligence sources quoted by the Jerusalem Post. ⬇️
2/ The Post reports that the targets fall into three categories:
– Level 1: Critical production facilities, like the Orot Rabin power station, whose destruction would cripple the national energy system.
– Level 1: Critical production facilities, like the Orot Rabin power station, whose destruction would cripple the national energy system.
3/ – Level 2: Major urban and industrial energy hubs, located primarily in central Israel to serve large population centres.
– Level 3: Local infrastructure, including regional substations that support industrial zones and smaller power plants.
– Level 3: Local infrastructure, including regional substations that support industrial zones and smaller power plants.
1/ The Final 2027 Rate Notice will be welcome news for those battered Medicare advantage stocks
The Final notice comes in at 239bps better than the Advance notice (when asked recently, I hazarded it would be 150-200bps better)
let's revisit this string to see what changed
The Final notice comes in at 239bps better than the Advance notice (when asked recently, I hazarded it would be 150-200bps better)
let's revisit this string to see what changed
2/ On the Effective Growth Rate (the actuarial folks that are fiercely indendent)-
2 changes that are basically aligned with what I thought would happen:
2025 (8% -> 7.3 w slower trend in H2 data
2026 (2% -> 3.1% on assumptions)
so net up about 40 bps
2 changes that are basically aligned with what I thought would happen:
2025 (8% -> 7.3 w slower trend in H2 data
2026 (2% -> 3.1% on assumptions)
so net up about 40 bps
3/ On the risk adjustment policy front, there was a technical problem
The update (2023 data predicting 2024 costs) included skyrocketing skin substitute costs. Since policy took those costs away after 2025, model needed to be redone to lower the weight given to eg skin ulcer Dx
The update (2023 data predicting 2024 costs) included skyrocketing skin substitute costs. Since policy took those costs away after 2025, model needed to be redone to lower the weight given to eg skin ulcer Dx
Trump spent his first year back in office imposing tariffs on Europe, threatening to withdraw US troops, and flirting with NATO exit. Europe wants to reduce its dependence on Washington.
But the US accounts for over 20% of European exports — Jacob Kirkegaard, Foreign Affairs. 1/
But the US accounts for over 20% of European exports — Jacob Kirkegaard, Foreign Affairs. 1/
Two-thirds of Europe's cloud market runs on Amazon, Google, and Microsoft. Three quarters of European firms run on US software.
Visa and Mastercard handle roughly two-thirds of card transactions in the euro area. 2/
Visa and Mastercard handle roughly two-thirds of card transactions in the euro area. 2/
US LNG imports quadrupled between 2022 and 2025 to replace Russian gas.
The EU has committed to ending all Russian gas imports by 2027. If Iran's strikes on Qatar's LNG facilities cause lasting damage, most of Europe's LNG will need to come from the US. 3/
The EU has committed to ending all Russian gas imports by 2027. If Iran's strikes on Qatar's LNG facilities cause lasting damage, most of Europe's LNG will need to come from the US. 3/
1/7 The concern that striking Iran's power infrastructure will harm civilians is real and I don't dismiss it. But let's be honest about who has been doing the most damage to Iranian civilians long before any foreign missile flew.
The Iranian regime has spent 45 years destroying the very infrastructure its people depend on through corruption, mismanagement, and ideological obsession. No foreign invasion has caused what the Islamic Republic has inflicted on its own people.
The Iranian regime has spent 45 years destroying the very infrastructure its people depend on through corruption, mismanagement, and ideological obsession. No foreign invasion has caused what the Islamic Republic has inflicted on its own people.
2/7 Iran's power grid is in permanent crisis — not because of war, but because of the regime. The electricity deficit reached ~20,000 MW in early 2026 — roughly 1/3 of total demand — before a single U.S. strike. Aging plants, zero investment. Iranians have been living with rolling blackouts for years.
3/7 Even the blackouts aren't equal. In Tehran, wealthier northern neighborhoods suffer only 1% of blackouts, while poorer southern districts bear 32% of them. The regime calls it "fair distribution." Iranians know better.
@araplimo39 Mr. Limo, let me give you some advice that you can use in this situation so you can fight your battles better, because I have been in a similar situation before, and I have learnt so many things from this kind of experience.
@araplimo39 If you ever find yourself in a negative situation, please never add anything negative in that situation, the problem will become worse.
@araplimo39 Porn is negative. Block all porn websites from your devices, and only add positive energy into that negative situation, until positive becomes too strong to overcome the negative situation. If you will need to leave Twitter, do it.
Compute may be the most important input to AI. So who owns the world’s AI compute?
Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
Introducing our new AI Chip Owners explorer, showing our analysis of how leading AI chips are distributed among hyperscalers and other major players, broken down by chip type over time.
To estimate global compute ownership, we build on our previous estimates of overall AI chip sales. We then use earnings commentary from chipmakers and hyperscalers, as well as media reports and industry researcher estimates, to allocate chips across owners.
We estimate that over 60% of global AI compute is owned by the top US hyperscalers, led by Google with the equivalent of roughly 5 million Nvidia H100 GPUs!
Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips.
Unlike the other hyperscalers, which rely primarily on Nvidia, Google’s fleet is dominated by its custom TPU chips.
On Friday, I presented a risk assessment briefing re the Iran war to my team on an internal call. We thought it was worth sharing the notes (which were AI-transcribed & summarized), so here goes. Posting without much editing to save time.
Note for context: I was born & raised in the Gulf, and lived the first 37 years of my life in the UAE. I still have friends & family in the UAE & the rest of the Gulf who I love dearly and worry about daily.
Anyway, on to it.
Anyway, on to it.
Overall assessment of the war
- Conflict is on an escalation/attrition path with no realistic short‑term off‑ramp.
- Iran sees the situation as existential and therefore cannot de‑escalate without serious guarantees; it still has not used the full spectrum of its capabilities (e.g. regular army/shadow navy, maximum Houthi disruption, sustained strikes on Gulf civilian targets).
- Israel will not stop on its own; the US political/military leadership is structurally and personally incapable of absorbing the “L” and stepping back.
- Likely timeline: this war phase runs at least to end of the year, potentially longer, with conditions changing non‑linearly (step‑changes/phase shifts) rather than gradually.
- Conflict is on an escalation/attrition path with no realistic short‑term off‑ramp.
- Iran sees the situation as existential and therefore cannot de‑escalate without serious guarantees; it still has not used the full spectrum of its capabilities (e.g. regular army/shadow navy, maximum Houthi disruption, sustained strikes on Gulf civilian targets).
- Israel will not stop on its own; the US political/military leadership is structurally and personally incapable of absorbing the “L” and stepping back.
- Likely timeline: this war phase runs at least to end of the year, potentially longer, with conditions changing non‑linearly (step‑changes/phase shifts) rather than gradually.
Roger Froikin @rlefraim wrote, "Islam Has an Interesting Concept That Is Hard to Translate into Other Languages
And this is why I oppose ceasefire deals with Hamas or the Iranian Islamic—
1)
And this is why I oppose ceasefire deals with Hamas or the Iranian Islamic—
1)
join the Facebook group, “Call for General Strike in Iran for Regime Change & Secular Democracy.”
Note: The current ceasefire proposal comes from Pakistan, a nation which has been helping Chinese missile delivery to Iran.
2)
Note: The current ceasefire proposal comes from Pakistan, a nation which has been helping Chinese missile delivery to Iran.
2)
When the Americans, Europeans, and Israelis talk about a “ceasefire,” it is assumed that this simply means warfare stops, and one can hope the cessation of hot war can open the door to a peaceful resolution of the conflict.
3)
3)
The best way to respond to difficult or combative people is to never fawn, apologize, or shrink.
A complete guide to not having a cortisol spike:
A complete guide to not having a cortisol spike:
Difficult or combative people are trying to re-enforce victimhood in almost every experience they have. Daily interactions become an opportunity for them to create conflict where conflict doesn't exist.
Deep down, they have a lot of shame over their own needs. They don't know how to directly ask for their own needs to be met, and expect people around them to "just know" what they want.
